Financial Services Office

FSO Monthly Newsletter Archive
 

The University of Arizona


October, 2005

In this month's edition:

1. Sponsored Projects Announces Exciting Changes
2. FSO Announces Reorganized Operating Funds Team
3. Electronic Signature Information
4. Kuali Project Update
5. Frequently Asked Questions - How do I Unencumber an Old PO?
6. Business Community Open Forum - January 25, 2006, 2 pm, Student Union
South Ballroom
7. Biz.Comm Website - Getting to Know the UA
8. Introducing FSO's New Employees

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1. Sponsored Projects Announces Exciting Changes-

* Sponsored Projects has a new Proposal Routing Sheet (dated 10/05) that you can start using now. You can find the new PRS and signature policy on their web site: http://www.sps.arizona.edu.

* Sponsored Projects Preaward section will be undergoing renovations November 7-9. The renovations will make it difficult for all traffic to get into Sponsored Projects, but they will have a "detour" set up for those who need to get items to SPS. Preaward will not be closed during the renovations, but please be advised that the turn-around time for proposals will be longer than normal. If you've got a deadline for November 7-9, please try to get your proposal through Sponsored Projects prior to November 7.

* A "Frequently Asked Questions" page has been added to the Sponsored Projects web site, complete with a web form to send them questions. The page is currently under construction, but you can see the topics that are already posted. http://www.sps.arizona.edu/FAQs/faqs.htm

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2. FSO-Financial Management has announced a reorganization of the Operating Funds Team as well as the implementation of the FSO Compliance program. Please see the 3-D memo at
http://bizcomm.arizona.edu/reorganization.htm for more information.

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3. Electronic Signatures - FSO-Operations has experienced a high number of mismatched electronic signatures when approving documents recently as a result of a number of factors; new employees in Operations, updates to the CatCard digitized signature database, and name or staff changes in campus departments. With the increased emphasis on internal controls, FSO-Operations is asking for campus help to update and correct these
signatures. For more information please see the 3-D memo at http://bizcomm.arizona.edu/signatures.htm.

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4. Kuali Project Update

-The first Kuali Days were a success - attended by 38 institutions other than the partner schools and 7 Arizona Subject Matter Experts.
-Functional testing on the Journal Voucher and Transfer of Funds doc are in full swing, docs will be tested a couple at a time.
-Usability testing was delayed in October while the mock screens were finished up, but should be happening in November.
-Visit the Kuali Update page for more details: http://www.kuali.arizona.edu/index_files/Update.htm

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5. Frequently Asked Questions (FAQ) - FSO maintains a database of frequently asked questions. Go to our FAQ page at http://www.fso.arizona.edu/fso/fm/faq.asp to review all questions, search by category or keyword, or ask a question of your own. Each month
we will feature a recently asked question in our newsletter.

October's Question: I need to unencumber some P.O.s that were created in the old fiscal year. How is this accomplished?

Reply: To remove old encumbrances, you can either make a copy of the monthly FRS Report, FBM090, Statement of Account, Open Commitments section or a screen print of FRS screens 20 or 21, highlighting the encumbrances that should be removed. Include a note to release the encumbrance with your name and phone number so Purchasing can contact
you if they have questions. The highlighted reports or screen prints can be mailed to Purchasing (USA Building, 5th floor) or faxed to 621-5179. If you have additional questions, please call Purchasing at 626-4000.

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6. Business Community Open Forum - Minutes from the October 26th Business Community Open Forum, "Business Office Nightmares - A Case Study", are being reviewed and will be posted soon to the BCOF website at http://bizcomm.arizona.edu/BCOF.html.

The Business Community Open Forum (BCOF) is open to anyone who has an interest in the University's business policies and processes. Please join us at the next BCOF scheduled for January 25, 2006 at 2:00 p.m. in the South Ballroom of the Student Union.

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7. Biz.comm Website - Getting to Know the UA

Check out the Biz.comm website for links to Campus maps, the UA Visitor Guide and more.
http://bizcomm.arizona.edu/knowua.htm.

The purpose of this website is to help new and current UA employees navigate UA business and administrative systems. Please send any suggestions for additional links to mailto:fsocommunications@fso.arizona.edu.

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8. Introducing FSO's New Employees - The following employees have joined FSO in the last month:
* Leonor Benetiz, Human Resources Representative, Administration and Customer Service
* Anita Foley, Office Specialist, Sr., Operations
* Brian Francis, Office Specialist, Sr., Administration and Customer Service
* Sandra Glaser, Office Specialist, Sr., Operations
* Heather MacMillan, Office Specialist, Sr., Administration and Customer Service
* Chunyan Pan, Tax Manager, Tax Compliance
* Kendra Vossler, Office Specialist, Sr., UA CatCard Office

 


Contact: Kymber Horn